Bayspan Wealth Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Daniel Kuhn

Daniel Kuhn

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel Kuhn's website
David M Repko

David M Repko

CFP®, MBA

Private Wealth Advisor

Managing Director of Bayspan Wealth Group
Visit David M Repko's website
Timothy V Twiss

Timothy V Twiss

CFP®, ChFC®

Financial Advisor

Visit Timothy V Twiss's website
Mark J Leach

Mark J Leach

CFP®, APMA®

Financial Advisor

Chief Operating Officer of Bayspan Wealth Group
Visit Mark J Leach's website
Alan M Vassar

Alan M Vassar

APMA®

Financial Advisor

Senior Vice President of Bayspan Wealth Group
Visit Alan M Vassar's website
Howard N Gun

Howard N Gun

CFP®

Financial Advisor

Visit Howard N Gun's website
David Conrad

David Conrad

CFP®

Financial Advisor

Visit David Conrad's website
Matthew Repko

Matthew Repko

CFP®, MBA

Private Wealth Advisor

Managing Director of Bayspan Wealth Group
Visit Matthew Repko's website
Ryan D Wizov

Ryan D Wizov

CRPC®

Financial Advisor

Visit Ryan D Wizov's website
Dennis Daye

Dennis Daye

CRPC®, APMA®

Financial Advisor

Senior Vice President of Bayspan Wealth Group
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Arnold Paskoff

Arnold Paskoff

Financial Advisor

Vice President of Bayspan Wealth Group
Visit Arnold Paskoff's website
Tom Duncan

Tom Duncan

Financial Advisor

Visit Tom Duncan's website
Samantha Long

Samantha Long

CFP®

Financial Advisor

Visit Samantha Long's website
Matthew McGovern

Matthew McGovern

Financial Advisor

Visit Matthew McGovern's website
Paul Bird

Paul Bird

Financial Advisor

Visit Paul Bird's website